Assets Under Management
$5.3B
Number of Clients
3,215
Number of Advisors
43
Average Client AUM
$1.6M
AUM per Advisor
$123.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Exencial Wealth Advisors offers wealth management with investment portfolios and financial planning, 401(k)/retirement plan fiduciary services, and executive services. They manage assets on a discretionary basis, tailoring strategies to client needs and risk appetite.
9108 N. Kelley Avenue, Oklahoma City, OK, 73131